Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008, having its Registered Office at 10th Floor, Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025.
Motilal Oswal Asset Management Company Ltd. has been appointed as the Investment Manager to Motilal Oswal Mutual Fund by the Trustee vide Investment Management Agreement (IMA) dated May 21, 2009, executed between Motilal Oswal Trustee Company Ltd. and Motilal Oswal Asset Management Company Ltd.
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Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive (G) - 10.1024Motilal Oswal Asset Allocation Passive Fund of Fund – Aggressive-Dir (G) - 10.1087Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative (G) - 10.1379Motilal Oswal Asset Allocation Passive Fund of Fund – Conservative-Dir(G) - 10.145Motilal Oswal Dynamic Fund (Div-A) - 13.0943Motilal Oswal Dynamic Fund (Div-Q) - 11.7275Motilal Oswal Dynamic Fund (G) - 14.4488Motilal Oswal Dynamic Fund-Dir (Div-A) - 13.2306Motilal Oswal Dynamic Fund-Dir (Div-Q) - 11.8642Motilal Oswal Dynamic Fund-Dir (G) - 15.2243Motilal Oswal Equity Hybrid Fund - Direct (G) - 14.1862Motilal Oswal Equity Hybrid Fund - Regular (G) - 13.6038Motilal Oswal Flexi Cap Fund(D) - 23.0821Motilal Oswal Flexi Cap Fund(G) - 30.7067Motilal Oswal Flexi Cap Fund-Dir(D) - 23.0683Motilal Oswal Flexi Cap Fund-Dir(G) - 32.8104Motilal Oswal Focused 25 Fund - Direct (D) - 19.0408Motilal Oswal Focused 25 Fund - Direct (G) - 32.5257Motilal Oswal Focused 25 Fund (D) - 17.1571Motilal Oswal Focused 25 Fund (G) - 29.2329Motilal Oswal Large and Midcap Fund - Dir (D) - 13.3206Motilal Oswal Large and Midcap Fund - Dir (G) - 13.3206Motilal Oswal Large and Midcap Fund (D) - 12.9702Motilal Oswal Large and Midcap Fund (G) - 12.9703Motilal Oswal Liquid Fund - Direct (Div-D) RI - 10.0075Motilal Oswal Liquid Fund - Direct (Div-F) RI - 10.0155Motilal Oswal Liquid Fund - Direct (Div-M) - 10.0517Motilal Oswal Liquid Fund - Direct (Div-Q) - 10.0254Motilal Oswal Liquid Fund - Direct (Div-W) RI - 10.0104Motilal Oswal Liquid Fund - Direct (G) - 11.0558Motilal Oswal Liquid Fund - Regular (Div-D) RI - 10.0054Motilal Oswal Liquid Fund - Regular (Div-F) RI - 10.0145Motilal Oswal Liquid Fund - Regular (Div-M) - 10.0506Motilal Oswal Liquid Fund - Regular (Div-Q) - 10.0242Motilal Oswal Liquid Fund - Regular (Div-W) RI - 10.0171Motilal Oswal Liquid Fund - Regular (G) - 11.017Motilal Oswal Long Term Equity Fund (D) - 16.9782Motilal Oswal Long Term Equity Fund (G) - 21.6127Motilal Oswal Long Term Equity Fund -Dir (D) - 20.1549Motilal Oswal Long Term Equity Fund -Dir (G) - 23.5157Motilal Oswal Midcap 30 Fund (D) - 19.2141Motilal Oswal Midcap 30 Fund (G) - 31.4524Motilal Oswal Midcap 30 Fund-Dir (D) - 19.799Motilal Oswal Midcap 30 Fund-Dir (G) - 34.3758Motilal Oswal Multi Asset Fund - Direct (G) - 10.5958Motilal Oswal Multi Asset Fund (G) - 10.4804Motilal Oswal Nasdaq 100 FOF - Direct (G) - 22.0659Motilal Oswal Nasdaq 100 FOF - Regular (G) - 21.8554Motilal Oswal Nifty 50 Index Fund - Direct (G) - 11.9072Motilal Oswal Nifty 50 Index Fund (G) - 11.8437Motilal Oswal Nifty 500 Fund - Direct (G) - 13.6619Motilal Oswal Nifty 500 Fund (G) - 13.5179Motilal Oswal Nifty Bank Index Fund - Direct (G) - 11.5064Motilal Oswal Nifty Bank Index Fund (G) - 11.3859Motilal Oswal Nifty Midcap 150 Index Fund (G) - 15.5493Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) - 15.7146Motilal Oswal Nifty Next 50 Index Fund - Dir (G) - 12.0191Motilal Oswal Nifty Next 50 Index Fund (G) - 11.912Motilal Oswal Nifty Smallcap 250 Index Fund (G) - 15.374Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) - 15.538Motilal Oswal S&P 500 Index Fund - Direct (G) - 14.1857Motilal Oswal S&P 500 Index Fund (G) - 14.0873Motilal Oswal Ultra Short Term Fund - Dir (Div-D) - 9.864Motilal Oswal Ultra Short Term Fund - Dir (Div-F) - 9.8843Motilal Oswal Ultra Short Term Fund - Dir (Div-M) - 9.871Motilal Oswal Ultra Short Term Fund - Dir (Div-Q) - 10.013Motilal Oswal Ultra Short Term Fund - Dir (Div-W) - 9.8749Motilal Oswal Ultra Short Term Fund - Dir (G) - 13.9762Motilal Oswal Ultra Short Term Fund (Div-D) - 9.8427Motilal Oswal Ultra Short Term Fund (Div-F) - 9.8532Motilal Oswal Ultra Short Term Fund (Div-M) - 9.8433Motilal Oswal Ultra Short Term Fund (Div-Q) - 9.9862Motilal Oswal Ultra Short Term Fund (Div-W) - 9.8462Motilal Oswal Ultra Short Term Fund (G) - 13.5564

5 Key benefits of Dynamic Funds

Dynamic Fund or dynamic asset allocation is one kind of strategy used as an investment product, amongst others such as Hedge Funds, Equity Funds, Debt Funds, etc. As they constitute of two components in a certain ratio, Dynamic Funds are designed to switch between equity and debt depending on their market conditions, and according to certain valuation metrics, the fund manager(s) shifts the assets. However, Dynamic Funds have their own characteristics and benefit mentioned below.

Read 5 Key benefits of Dynamic Funds;

Benefit of both; two in one

The prime feature about this fund is its ability to switch its asset classes within the asset allocation; even quicker than hybrid funds as this factor aims to select small cap and mid cap stocks and the gains that the equity component can give are much higher and the associated risk is well taken care of by the debt investment. This makes Dynamic Funds less prone to investors’ assets during volatility as it takes charge over the steering wheel away from the hands of the mercurial temperament of the investors.

The time is yours

Since the asset classes switch as per the market conditions, the fund auto-allocates itself according to the varying market trends and leaves you to relax and not panic in times of a market correction. Its factor to calibrate the market is one of the reasons to invest in Dynamic Funds. 

Think, execute and chill.

Not all fingers are alike, and similarly, not all investment objectives could be the same. Investors who prefer to plough their money in mutual funds because of their long-term wealth creation objective could take the nature of this fund as an investment option, owing to its lesser volatility. They allow most investors to forget about their investments as they do not have to worry about entry or exit.

Funds that have the potential to give returns

Dynamic funds (implicitly) create an impression or potential of being absolute return funds. They not only define their job as making long term returns with their equity component just like equity funds, but additionally also ensure reducing equity exposure when the markets are high on valuations. Dynamic Asset Allocation is strategically developed to ease equity exposure as stocks tend to become expensive. 

Axe your tax

Since Dynamic Funds have an average exposure of 65% to equities, it allows itself to be taxed like other equity funds. Hence, they also seem to benefit tax-free returns if the holding period happens to exceed one year. If not, they are subject to short-term capital gains tax. Speaking of dividend option in other schemes, dividends are tax-free and the treatment of tax is similar to that of debt funds if the average exposure is less than 65%. (For individual nature of tax implications, investors are requested to consult their tax advisors before investing)

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Disclaimer:The information herein alone is not sufficient and should not be used for the development or implementation of an investment strategy and shall not constitute as an investment advice. MOAMC shall not be liable for any direct or indirect loss arising from the use of any information contained in this document. Readers shall be fully responsible for any decision taken on the basis of this document. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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